Reconcile. Automate. Elevate.
Consolidara connects the software your company already runs on — accounting, operations, projects, spreadsheets — and makes it produce one set of reliable numbers. Then we automate the manual work that grew up around the gaps. AI comes last, once there is something solid to build it on.
Systems we work around
If it has a database, we can work with it. These are simply the ones we see most often.
01The problem
Most established companies are not short on information. They are short on a way to trust it that does not consume three people and a week of spreadsheet reconciliation every month.
Two departments, two spreadsheets, and a meeting spent arguing about which one is right.
The close takes a week, and most of it is spent chasing figures that should already match.
A receipt keyed in the field, keyed again in the office, and keyed a third time into a budget workbook.
By the time the report is assembled, the decision it was meant to inform has already been made.
These are one problem with four symptoms: the information a company already owns does not leave its systems in a form anyone can trust. Fix that once, and everything downstream becomes cheaper to fix.
02How it works
Three stages, always in this order. Projects in this space fail when the order is reversed.
We connect read-only to the systems you already have and make their numbers agree — proving every figure against a report your controller already trusts before anything is built on it.
Reporting your team will actually use, and automation of the hand-offs that should never have been manual. One source of truth in place of a pile of workbooks — on infrastructure you own.
With a verified foundation underneath, AI can answer questions, flag exceptions and forecast — and be held to a standard. Many companies stop at Stage 02. That is a legitimate outcome.
A job number, a receipt and a budget line. Straightforward — except the receipt is entered in one system, the budget is kept in another, and someone in the office reconciles them by hand every week to report how the job is really performing.
Consolidara makes that match run automatically, then proves the resulting totals against the figures the controller already knows to be correct. From that point, current job performance is something management reads — not something someone has to assemble.
03Capabilities
The same method, applied to the four areas where established companies feel the cost soonest.
Finance
Month-end reporting, reconciliations, cash / AR / AP visibility and management packages — with the books kept CPA-ready through the year instead of rebuilt each January.
Faster close. Defensible numbers.
Operations
Job cost, committed versus actual, budget variance, forecasting and project performance — while the job is still running, not six weeks after it closes.
Managers off the spreadsheets.
Workflow
Duplicate entry eliminated, recurring reports assembled on their own, hand-offs between systems and administrative routines that no longer need a person in the loop.
Hours back, every week.
Intelligence
Plain-language questions, exception detection, analysis and forecasting — offered only once there is trusted, reconciled context for it to run on.
Answers you can stand behind.
04What we can automate
The short answer: any repeatable hand-off between two systems, or between a system and a person, once the numbers underneath it can be trusted. The longer answers are below.
The repeatable hand-offs. The ones we see most often:
Judgment. Anything where a person's call is the point — approving an exception, pricing a change order, deciding what to cut. We automate the assembly and the checking so that person gets to the decision faster, with better numbers; the decision itself stays theirs.
We also do not automate on top of figures nobody trusts yet. That is why Stage 1 comes first.
No. We work around what you already have, read-only. Your ERP, accounting package and field tools stay exactly as they are; the new layer sits beside them, on infrastructure you own. For companies weighing a migration, this is usually the cheaper and safer route — and if you do migrate later, the reconciled layer comes with you.
It is the normal case. Most mid-market systems keep their data in a database — SQL Server, an Access file, a hosted instance — and that is what we read. If it has a database, we can work with it. Old is not the obstacle; untrusted is, and that is what gets fixed first.
No. We need two things from you: someone who can grant read-only access — your IT contact or your software vendor — and the person who actually knows how the work gets done today, usually a controller, office manager or project manager. An hour of their time is worth more than any log file.
On your infrastructure — your server, or cloud in your own tenant. Source systems are never written to. Nothing is copied into a system we control, and there is no licence, subscription or login that holds your data. Liability stays where your insurance already covers it.
Mostly it is not, and that is the point. The first two stages are plain, deterministic automation and reconciliation — the numbers come from code you can audit, not from a model. AI is the third stage, added only once there is verified data for it to work from and only where it earns its keep: plain-language questions, exception detection, forecasting. Many companies stop at Stage 2, and that is a good outcome.
Yes. We do not replace your reporting tools; we make them right. The usual first deliverable is the spreadsheet you already use, fed by verified data instead of typed in — same layout, same figures your controller expects, no more hand-assembly. Power BI and the rest become surfaces on top of a reconciled layer.
The assessment takes days, not months — we read the database overnight and spend the time with your people confirming what it shows. The first working piece typically follows within weeks of the assessment. We would rather ship one report that ties to the penny than a dashboard nobody trusts.
Fixed fees, agreed before work starts — no hourly billing. A fixed-fee assessment first, half of which is credited toward the first build. Recurring support only once what we have built is demonstrably carrying its cost.
05On AI
It is a fair question, given how the category is being sold right now. The difference is sequence, not capability.
Dropped onto data nobody has reconciled, it does not signal uncertainty. It returns a confident, well-worded answer that happens to be wrong — and the error surfaces several decisions later. Tools bought before anyone has mapped how the work is really done tend to sit unused within a quarter.
The numbers are made correct first, inside the systems you already own. What is built on top is then accurate, shaped to how your organization actually operates, and adopted — because it extends work that was already paying for itself.
Same destination, opposite direction. Consolidara is the bridge between the systems you have and the answers you want from them.
06How we start
No one is asked to commit to a large program on a projection. Work begins with a fixed-fee assessment and expands only on demonstrated results.
A fixed-fee review of your systems, the manual work around them, your reporting needs and the numbers nobody quite trusts. You keep the written map whether or not we continue.
One high-value workflow, built and proven against figures you already trust. Contained enough to be low-risk, real enough to show the method working on your own data.
Reporting and automation built outward from the proven core, with ongoing support once it is carrying its cost. AI layered in later, where it earns its place.
Fixed fees throughout — no hourly billing and no open-ended engagements. Half of the assessment fee is credited toward the first build.
07The firm
Consolidara is an independent data and automation practice. The work is deliberately narrow: making the systems a company already runs produce trustworthy operating data, and building the reporting and automation that data makes possible. We have no software to sell you and no license to renew.
Engagements are principal-led. The person who scopes the work is the person who performs it and remains accountable for the result — which, at this size of company, is the difference between a system that gets adopted and one that is quietly abandoned.
We work read-only inside client systems, deliver onto infrastructure the client owns, and will say plainly when a proposed piece of work is not worth doing.
08Contact
A twenty-minute conversation about where the manual work sits and which numbers are not trusted is usually enough to tell whether there is something worth fixing.